Position in POOL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$219,842
+$19,333 QoQ
Shares Held
1,023
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#428
of 605 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $4,940,709 across 6 Industrial Distribution names. POOL ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
31,299 | $1,503,290 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
6,019 | $1,428,489 | |
| 3 | XMTR |
Xometry, Inc.
|
8,253 | $796,579 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
1,519 | $513,649 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
352 | $478,860 | |
| 6 | POOL |
Pool Corp
This page
|
1,023 | $219,842 |
All Filings in POOL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,842 | 1,023 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $200,509 | 991 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $209,992 | 918 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $408,982 | 1,319 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $385,919 | 1,324 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $282,376 | 887 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $227,747 | 668 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $241,905 | 642 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $210,828 | 686 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||